What are the default project permissions templates in Procore?
Answer
Each company account in Procore is given a different set of default project permissions templates depending on the company's client type. These permissions templates are global permissions templates, meaning they can be assigned to any user on any project.
The table below includes a list of client types and the names of the default project permissions templates given to companies with those client types.
Note: Templates labelled "Internal" indicate that we recommend that you assign them to your company's employees. Templates labelled "External" indicate that we recommend that you assign them to collaborators who are not your company's employees.
| Client Type | Default Project Permissions Templates | |
|---|---|---|
| Architect | Architect/Engineer - Internal Consultant - External Main Contractor - External Main Contractor - Site manager Owner/Client - External Subcontractor/Vendor - External |
|
| Main Contractor | Architect/Engineer - External Foreman/Site manager- Internal Owner/Client - External Project Manager - Internal Subcontractor - External |
|
| Owner/Client | Architect/Engineer - External Foreman/Site manager- External Project Manager - External Project Manager - Internal Subcontractor/Vendor - External |
|
| Subcontractor | Architect/Engineer - External Foreman/Site manager- Internal MC - External Project Manager - Internal Subcontractor/Vendor - External |
|
These default project permissions templates cannot be deleted, but they can be modified in the company's Permissions tool. See Edit a Project Permissions Template. Additional project permissions templates can also be created in the company's Permissions tool or created in the Project level Directory tool.